Tax Preparation and Planning, Fee-Only Financial Planning in San Jose CA and Surrounding Area
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Kent Noard - Tax Planning and Preparation
 
 

Kent Noard, CFP® EA

Kent NoardKent is a Certified Financial Planner certificant and a member of the Financial Planning Association (FPA).  He has served as President and Chairman of the Board of the Silicon Valley Society and is a former member of the National Board of Directors of the ICFP, one of the predecessors of the FPA. 

He is an Enrolled Agent, meaning that he is enrolled to practice before the Internal Revenue Service.  This allows him to represent clients before the IRS and the Franchise Tax Board.  He is a member of the National Association of Enrolled Agents (NAEA).

Kent was an instructor and co-coordinator of the PFP Certificate program at the University of California at Santa Cruz Extension.  The certificate program is accredited by the CFP Board of Standards, allowing students who complete the program to sit for the CFP examination.  At UC Extension, he taught the Income Tax Planning and Practicum courses, and has previously taught the Survey of Personal Financial Planning, Mathematics of Financial Planning and Employment Benefits and Retirement Planning classes.  He has also taught classes on Individual Income Taxation in the graduate finance program at Golden Gate University and the undergraduate program at National University.

Prior to entering private practice, Kent was employed with the Internal Revenue Service.  During his career with the IRS, he was a collection representative, an office auditor, a revenue agent, and the Assistant Tax Shelter Coordinator for the San Francisco District.

Kent has made presentations on taxes, tax planning, and financial planning to: DeAnza College Senior seminars, the Silicon Valley Chapter of the FPA, the FPA Northern California Regional Financial Planning Conference, the East Bay Chapter of the FPA, the San Francisco Chapter of the FPA, the East Bay Chapter of the Taxation Committee of the California Society of CPA’s, the Santa Clara County Estate Planning Council, and the Peninsula Estate Planning Council.

 

Jerry Lopatin , EA

Jerry LopatinJerry took his first college-level tax courses in the mid-1980's, and he has been interested in taxes ever since.

After retiring as a senior executive in high tech. Jerry began volunteering in tax preparation as well as returned to school to become a financial planner.

He has been certified at the Advanced Level in the IRS/AARP Tax Counseling for the Elderly (TCE) for several years, and has prepared taxes for seniors and others in Los Altos, Palo Alto, and Mountain View.  Over the years he has prepared and/or reviewed hundreds of returns for these pro bono clients.  He is currently the Local Coordinator for the Los Altos TCE site and trains other volunteers in tax law. 

Jerry has passed the 3 part Special Enrollment Examination and is an Enrolled Agent, admitted to prepare taxes and represent clients before the IRS.  He is also a Certified Retirement Financial Advisor and is licensed by California as an Investment Advisor Representative.

Jerry holds a BA and a BS, with Distinction, from Stanford University, and a Certificate with Honors in Financial Planning from UC Santa Cruz extension.

He is married with 2 grown children, and lives with his wife in Los Altos. 

 


 

 
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